New feature in Moneytree simplifies the planning process from day one
Designed to help advisors save time, reduce friction, and deliver a better client experience from the start, the new Automated Onboarding Tool is now available in Moneytree Elite.
With this new tool, advisors can now send clients a secure link to begin the data-gathering process. Clients are free to enter as much or as little information as they’re ready to share, and once submitted, Moneytree automatically creates a new client profile and plan, no manual setup required.
“The biggest hurdle in building a new client relationship has always been data gathering,” said Patrick Spencer, Managing Director at Moneytree. “We’ve tackled that head-on with our new automated onboarding. It’s an intelligent solution that makes this crucial first step so much easier and more intuitive for everyone involved.”
The feature is already making an impact, with early testing showing a 25% increase in advisor efficiency during the onboarding stage.
A Smarter Start for Every Plan
For advisors who are juggling growing caseloads and evolving client expectations, this update makes it easier to stay focused on what matters: delivering high-quality plans and having meaningful conversations.
“This isn’t just about a faster process — it’s a strategic move to allow for deeper client engagement,” Spencer added. “By removing the tedious, time-consuming parts of data gathering, we’re giving back the most valuable resource we have time. That enables advisors to move beyond data entry and into truly human conversations about their clients’ goals and dreams — right from the start of the relationship.”
Clients benefit from a flexible, user-friendly experience that is secure and feels personalized. Advisors benefit from faster turnaround times and fewer operational bottlenecks — all inside a platform known for its accuracy and trusted calculations.
As one of the most robust updates to the platform in recent months, the Automated Onboarding Tool reinforces Moneytree’s commitment to building financial planning software that evolves with the needs of modern firms.
Available Now in Moneytree Elite
The new feature is available immediately to all Moneytree Elite users. It is included in the current subscription and can be activated with no additional cost or integration.
“We built this tool with one goal in mind: to empower both the advisor and the client,” Spencer explains. “For the advisor, it means saving hours of administrative work. For the client, it’s a streamlined experience that meets them on their time, on their device, and on their terms.”
For advisors who haven’t yet explored Moneytree, the Automated Onboarding Tool offers another compelling reason to take a closer look.
Learn more about Moneytree Elite or start your free trial here.
